Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTAHX (American Funds College 2036 Fund Class 529-F-2) | 6.57% | 17.88% | 16.19% | 7.73% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTAHX (American Funds College 2036 Fund Class 529-F-2) | 11/02/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 17.88 | 16.19 | 7.73 | NA | NA | NA | … | … | 6.57 | 16.75 | 14.02 | 19.44 | -18.16 | 12.66 | 13.74 |
| Sharpe Ratio | NA | 2.06 | 1.37 | 0.46 | NA | NA | NA | … | … | 1.53 | 1.28 | 1.16 | 1.69 | -1.15 | 1.29 | 13.00 |
| Standard Deviation(%) | NA | 8.08 | 9.76 | 11.51 | NA | NA | NA | … | … | 9.63 | 10.86 | 8.96 | 9.45 | 17.13 | 9.80 | 9.27 |
| Draw Down(%) | NA | 6.64 | 10.98 | 25.15 | NA | NA | NA | … | … | 6.64 | 10.98 | 4.98 | 8.55 | 24.41 | 4.51 | 0.71 |
| Yield(%) | 0.00 | 7.58 | 6.07 | 5.28 | 3.59 | 2.39 | 1.79 | … | … | 0.00 | 8.01 | 6.19 | 2.36 | 3.87 | 8.48 | 4.99 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAHX (American Funds College 2036 Fund Class 529-F-2) |
2.31%
Apr 2021 – Apr 2024 |
7.04%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAHX (American Funds College 2036 Fund Class 529-F-2) |
18.64%
Sep 2022 – Sep 2025 |
8.46%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart